Core Insights - CapitaLand Investment has launched two new commercial real estate brands, "Raffles·Jie" and "CapitaLand One Center," in response to the evolving consumer market in China [1] - The new brands aim to cater to different consumer segments, with "Raffles·Jie" targeting high-income consumers seeking quality living and "CapitaLand One Center" focusing on middle-income families and white-collar workers within a 3-5 km radius [1] - The company is shifting towards asset revitalization and value release as the commercial real estate sector enters a maturity phase, indicating a new demand explosion point [1] Company Strategy - CapitaLand Investment is expanding its management output projects, with seven projects in cities like Changsha, Wuhan, Ningbo, and Wuxi, expected to launch by 2026 [2] - The company has a retail lease portfolio of 10,200 contracts covering over 4,600 brands, continuously expanding its brand pool and introducing first stores in various cities [2] - CapitaLand is facilitating the international expansion of nearly 60 Chinese brands, including Pop Mart and Miniso, by connecting tenants and retail partners through an integrated service platform [2]

Core Insights - CapitaLand Investment has launched two new commercial brands, "Raffles City·Jie" and "CapitaLand One Center," aimed at enhancing its commercial portfolio in China [1][2] Group 1: Brand Positioning - "Raffles City·Jie" is positioned as an urban-level complex targeting middle to high-income consumers who seek quality living [2] - "CapitaLand One Center" is designed as a regional shopping center catering to new middle-class families and white-collar workers within a 3-5 kilometer radius [2] Group 2: Market Trends - The Chinese commercial real estate sector is entering a phase focused on optimizing existing assets, with a growing demand for revitalizing low-efficiency properties [2] - CapitaLand's management output strategy has been driving scalable growth, and the new brands are expected to serve as future growth engines [2] Group 3: Strategic Partnerships - CapitaLand Investment signed a management contract with Wuxi Binhu Jianfa Group to develop the first "Raffles City·Jie" in Wuxi, Jiangsu Province, based on a park-style commercial model [2] - A memorandum of cooperation was established with Liangxi Technology City Group to explore potential projects in industrial park operations and property management [2] Group 4: Expansion Plans - CapitaLand has expanded its management output projects to seven locations, including Changsha, Wuhan, Ningbo, and Wuxi [2] - The company is also advancing multiple projects in Shanghai, Jiangsu, Zhejiang, the central and western regions, and the Guangdong-Hong Kong-Macau Greater Bay Area, covering diverse asset categories such as shopping centers and industrial parks [2]